Home In Depth Report Cards 2014 Dealers’ Report Card

2014 Dealers’ Report Card

Firms offer the right pieces: Despite the different business models among the dealer firms, all are providing the main elements that advisors need to drive their success. From the June 2014 issue of Investment Executive newspaper.

May 27, 2014

Heady times for dealer reps

Thanks largely to strong equities markets, mutual funds are enjoying a resurgence. And for Canada’s mutual fund dealers, the growth has been even headier. Canadian mutual fund assets under management (AUM) topped $1 trillion for the first time earlier this year. And according to Investment Executive’s (IE) 2014 Dealers’ Report Card, mutual fund dealers are […]

  • May 22, 2014 November 16, 2019
  • 23:00

2014 Dealers’ Report Card main chart

How advisors rated their firms

  • May 22, 2014 November 16, 2019
  • 23:00

Executives could listen a little more

Confusing corporate structures and, in certain cases, executives' dismissive attitudes can make it difficult to be heard

  • May 22, 2014 November 16, 2019
  • 23:00

One size does not fit all advisors

Investment Executive often is asked why the specific firms in the Dealers' Report Card are included, as some are one-stop shops that offer a plethora of support services while others offer a bare-bones platform. Here's a closer look

  • May 22, 2014 November 16, 2019
  • 23:00